MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
Adviser information for MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 358 | $244.3M |
| Non-Discretionary | 0 | $0 |
| Total | 358 | $244.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 201 | $31.6M |
| HNW Individuals | 110 | $101.1M |
| Banking or thrift institutions | <5 | $78.6M |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 36 | $28.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 10 | $4.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-112370 |
|---|---|
| SEC ERA File Number | 801-112370 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 291599 |
| Legal Entity Identifier | None |
Principal Office
496 STATE RDWEST TISBURY
MA
United States
Monday - Friday, 8:00 AM - 5:00PM
Tel: (508) 693-8850, Fax: 508-693-0171
Websites
Chief Compliance Officer
MARY C. GRIFFITHS
AUDIT COMPLIANCE AND BSA OFFICER
78 MAIN STREET
PO BOX 1069
EDGARTOWN
MA
United States
Tel:
774-310-2029
M*********@*********M
(Full email address available in API data)
Regulatory Contact
EDWARD J. MURPHY
MANAGING DIRECTOR
496 STATE ROAD
WEST TISBURY
MA
United States
Tel:
508-684-4158
L******@*********M
(Full email address available in API data)
Industry Affiliates
| MARTHA'S VINEYARD BANK | Banking or thrift institutionTrust company |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARTHA'S VINEYARD BANK | Domestic Entity | – | MANAGING MEMBER | 12/2017 | > 75% |
| MURPHY, EDWARD, JOSEPH | Individual | – | MANAGING DIRECTOR | 12/2017 | < 5% |
| GRIFFITHS, MARY, CATHERINE | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2018 | < 5% |